Watch Elvance Run PreSales Inside Salesforce
A five-minute tour of Elvance working inside Salesforce Opportunity records, from the first technical scorecard to the dashboards your leadership reads.
What You’ll See in the Product Tour
Deal knowledge usually lives everywhere except the deal: Jira tickets, spreadsheets, POC trackers and SE notes. The tour shows what changes when it all sits on the Opportunity record your AEs and leaders already use.
- The Elvance Dashboard: every opportunity by technical stage, from Discovery through POC and Technical Win to Closed.
- The technical scorecard: score, trend, next meeting, notes and competitors for one Opportunity, inside the Salesforce record.
- Product gaps linked to the deal, each with category, priority and status.
- AI suggestions on the scorecard, for the SE to accept or ignore.
- Activity capture: calendar-based logging, with time split by activity type.
- Requesting an SE from an Opportunity, and the manager view of requests, forecast analysis and utilization.
- Dashboards: technical win rate, revenue at risk by product gap, activity by stage and SE utilization.
Who It’s For
PreSales leaders who need to see coverage and risk across the pipeline.
Sales engineers who want less admin.
AEs who want the technical picture without chasing an SE for it.
CROs and sales leaders working on forecast accuracy, who want predictive deal scoring and technical risk visible on every Opportunity.
Watch a Feature in Detail
Short demos of one feature each, with the context to go with them.
AI Scorecard Predictions
Meeting transcripts become suggested scorecard updates, each with a confidence score and direct quote.
Elvance Connector for Claude
Ask Claude about a deal, log a product gap, update Jira and check team utilization, all in one conversation.
See It on Your Own Opportunities
Book a call and we’ll walk through Elvance with your PreSales process in mind.